How to Create a Pivot Report Using Query in Odoo 18

Introduction

Odoo 18 is a powerful ERP for Small Companies and large enterprises alike, offering robust reporting tools to help businesses make data-driven decisions. One of the most useful features in Odoo is the ability to create Pivot Reports using queries, allowing users to analyze data dynamically.

Whether you're tracking sales performance, inventory levels, or customer behavior, pivot reports help you visualize data in an interactive and meaningful way. In this guide, we’ll walk you through the step-by-step process of creating a pivot report using queries in Odoo 18.

What is a Pivot Report in Odoo?

A Pivot Report is an advanced data summarization tool that enables users to reorganize and group data in a structured table format. It allows you to:

• Summarize large datasets efficiently.
• Compare different metrics side by side.
• Filter data based on specific criteria.
• Drill down into details for deeper analysis.

Pivot reports are particularly useful for financial analysis, sales reporting, inventory tracking, and more.

Prerequisites for Creating a Pivot Report in Odoo 18

Before diving into creating a pivot report, ensure you have:

1. Access to Odoo 18 (Community or Enterprise edition).
2. Developer Mode enabled (to access technical configurations).
3. Basic knowledge of Odoo’s Query Language (for custom data filtering).
4. Appropriate user permissions (to create and modify reports).

Step-by-Step Guide to Creating a Pivot Report Using Query in Odoo 18

Step 1: Enable Developer Mode

To access advanced reporting features, you need to enable Developer Mode:

1. Log in to your Odoo dashboard.
2. Click on your profile icon in the top-right corner.
3. Select Developer Mode from the dropdown menu.

Step 2: Navigate to the Technical Menu

Once Developer Mode is activated:

1. Go to Settings (the gear icon).
2. Scroll down and click on Technical → Reports → Pivot Views.

Step 3: Create a New Pivot Report

1. Click Create to generate a new pivot report.
2. Fill in the required details:
• Name: Give your report a descriptive title (e.g., "Sales Performance by Region").
• Model: Select the database model you want to analyze (e.g., sale.order for sales data).

Step 4: Define the Pivot View Configuration

Configure the pivot report by setting:

• Measures: Numerical fields to analyze (e.g., Total Sales, Quantity Sold).
• Row Groups: Categories to group data by (e.g., Product, Customer, Date).
• Column Groups: Optional secondary grouping (e.g., Salesperson, Region).

Step 5: Use Query to Filter Data

To refine your report, use Odoo’s Query Language in the domain filter:

• Example Query: [('date_order', '>=', '2024-01-01'), ('state', '=', 'sale')]
• This filters sales orders confirmed in 2024.

Step 6: Save and Test the Pivot Report

1. Click Save to store your configuration.
2. Navigate to the relevant module (e.g., Sales) and switch to Pivot View to see your report.

Advanced Tips for Optimizing Pivot Reports

To make your pivot reports even more powerful:
✅ Use Custom Formulas – Add computed fields for dynamic calculations.
✅ Leverage Conditional Formatting – Highlight key metrics (e.g., low stock, high revenue).
✅ Export Data – Download reports in Excel or PDF for further analysis.
✅ Schedule Automated Reports – Set up email alerts for periodic updates.

Common Challenges & Solutions

Conclusion

Pivot reports in Odoo 18 are a game-changer for businesses looking to extract actionable insights from their data. By following this guide, you can create dynamic, interactive reports that help streamline decision-making.

???? Need Expert Help? If setting up Odoo reports seems complex, consider hiring an Odoo Implementation Consultant to customize reports tailored to your business needs. Contact us today to get started!

FAQs

Q1: Can I create pivot reports without Developer Mode?
A: No, Developer Mode is required to configure custom pivot reports.

Q2: How do I share a pivot report with my team?
A: Export the report as Excel/PDF or set up automated email dispatches.

Q3: Is Odoo suitable for small businesses?
A: Absolutely! Odoo is a scalable ERP for Small Companies and large enterprises alike.

By following this guide, you’ll master pivot reporting in Odoo 18 and unlock deeper business intelligence. Happy reporting! ????